Senior Institutional Investment Operations Specialist - Corporate Actions

Wells Fargo • Charlotte, NC

1d • Hybrid

About The Position

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist focused on Corporate Actions. The role processes and reconciles corporate action events, including tender offers, exchanges, subscription offers, and conversions. It works with agent banks, custodians, operations colleagues, and client-facing lines of business to understand events, ensure accurate data flows, and manage risk throughout the event lifecycle.

The specialist handles multiple expiring events simultaneously and reconciles stock record positions across different position types and multiple entities. The position follows a hybrid schedule of three days in the office and two days remote, from 8:00 AM to 5:00 PM, at 1525 W. W T Harris Blvd, Charlotte, NC. This position is not eligible for visa sponsorship.

Requirements

• 4 or more years of Institutional Investment Operations experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• Ability to work a hybrid schedule of three days in the office and two days remote, from 8:00 AM to 5:00 PM.

Nice To Haves

• Extensive knowledge and understanding of loan, securities, and derivative products.
• Effective organizational, multitasking, and prioritizing skills.
• Corporate action processing experience in an institutional setting.
• Ability to work in a fast-paced, deadline-driven environment.
• Familiarity with the regulatory environment and maintaining strong controls.
• Experience working with custodians, depositories, agents, and brokers to ensure timely and accurate processing of events to client accounts and appropriately manage risk.
• Knowledge of DTCC and non-US depositories, such as Euroclear and Clearstream, for announcement and election processing.

Responsibilities

• Reconcile and process corporate action events, including tender offers, exchanges, subscription offers, and conversions.
• Work with agent banks and custodians to understand events and ensure data flows are correct.
• Communicate with operations colleagues and client-facing lines of business.
• Manage risk across the corporate action event lifecycle.
• Handle multiple expiring events simultaneously.
• Reconcile stock record positions across different position types and multiple entities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed